Sales Orders page overview
The Sales Orders table is a complete searchable, filterable and sortable list of all Sales Orders.
Sales Orders page features
Use search and filters to create a view to edit, disable and/or delete Sales Orders.
Search by Customer, Sales Order #, and Created by.
Order Date and Invoice Date
Search for Orders by Order Date and/or Invoice Date.
Filter by Status. The six (6) default statuses (listed below) and any number of customisable "other" statuses will appear in the dropdown filter:
Archived (a default status)
Draft (a default status)
Quote (a default status)
Submitted (a default status)
Delivered (a default status)
Picked up (a default status)
"Other" statuses created (create "other" Statuses)
Change the Status of one or more (for bulk updates) Sales Orders.
Select the Sales Order/s > Change Status
Archive and Unarchive
Archive one or more Sales Orders using the checkbox and/or kebab/other options menu.
Export one or more (for bulk updates) Sales Orders.
Allows you to export raw data as an Excel/xlsx file.
Selecting Duplicate from the kebab/other options menu will duplicate the selected Sales Order with a new order number automatically assigned.
Sort columns in ascending or descending order.
Set the maximum number of results displayed on a page using the dropdown in the bottom right corner, and if required, use the arrows to navigate between pages.
Opening a Sales Order